Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBDT)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBDT). We have compiled data on the 363 institutions that hold shares in the stock, with a total of 89.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.27 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
153,710
shares
|
$3.89 Million
0.28% of portfolio
|
Q2 2025
Added 79.95%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
152,044
shares
|
$3.85 Million
0.33% of portfolio
|
Q4 2024
Added 35.16%
|
|
|
Centric Wealth Management
|
May 15, 2025 Q1 2025 |
151,321
shares
|
$3.83 Million
1.07% of portfolio
|
Q1 2025
Added 5.32%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
146,345
shares
|
$3.7 Million
0.18% of portfolio
|
Q1 2025
Added 6.15%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
145,276
shares
|
$3.68 Million
0.79% of portfolio
|
Q2 2025
Added 16.0%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
143,037
shares
|
$3.62 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
142,121
shares
|
$3.6 Million
0.01% of portfolio
|
Q1 2025
Added 35.84%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
140,855
shares
|
$3.56 Million
0.61% of portfolio
|
Q1 2025
Added 18.31%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
138,788
shares
|
$3.51 Million
1.99% of portfolio
|
Q4 2022
Added 1175.39%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
138,690
shares
|
$3.51 Million
0.02% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
137,937
shares
|
$3.49 Million
0.98% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
137,281
shares
|
$3.47 Million
0.56% of portfolio
|
Q1 2025
Added 5.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
135,326
shares
|
$3.42 Million
0.01% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
133,375
shares
|
$3.37 Million
0.9% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
132,559
shares
|
$3.35 Million
0.74% of portfolio
|
Q1 2025
Added 36.93%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
132,472
shares
|
$3.35 Million
2.38% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
128,972
shares
|
$3.26 Million
0.24% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
128,917
shares
|
$3.26 Million
0.24% of portfolio
|
Q1 2025
Added 19.52%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
127,139
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.31%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
123,990
shares
|
$3.14 Million
1.46% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
123,837
shares
|
$3.13 Million
0.62% of portfolio
|
Q1 2025
Added 84.65%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
123,330
shares
|
$3.12 Million
2.35% of portfolio
|
Q2 2024
Added 16.14%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
122,946
shares
|
$3.11 Million
2.27% of portfolio
|
Q1 2025
Added 10.7%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
121,390
shares
|
$3.07 Million
0.48% of portfolio
|
Q1 2025
Added 105.75%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
120,622
shares
|
$3.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 81.25%
|